Internal Positions Transfers
Instructions
The Fund Transfers page lets you transfer positions from your account held here to another account held here.
- Click Transfer & Pay > Transfer Positions.
- Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Positions.
- If you have multiple accounts or account partitions, or if you have a master account and manage one or more client or sub accounts, the Account Selector will open. Select the account you want to use or find it with the search function in the Account Selector. Click Continue to submit your selection.
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Select Internal
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The following page shows the accounts available asset transfer . Select the one you want and press Continue.
- To select the assets you want to transfer, click the box on the left side of an asset row, then enter the number of shares or contracts to transfer in the Quantity field.
- Click Continue.
- If prompted on the next screen, verify your identity, enter the confirmation number we emailed to you, and click Continue.
Additional Resources
Learn About Position Transfers in the Portal at IBKR Campus
Visit the IBKR Client Portal Website
Visit the IBKR Advisor Portal Website
Visit the IBKR Broker Portal Website